Mobileye Won’t Supply Tesla Self-Driving Tech Beyond Current EyeQ3 Processor

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Self-driving automotive technology company MobileEye has announced this morning at their quarterly early morning call that their work with Tesla will not extend beyond EyeQ3, the processor currently used in Tesla vehicles to provide the image analysis intelligence that enables Tesla’s driver-assisted autonomous tech

Mobileye CTO Amnon Shashua explained that the company will continue to work with Tesla to improve the EyeQ3 with a reference to the safety concerns following the auto-pilot crash recently, though he did not state it directly.
Shashua also said that the company believes achieving true autonomy means going “beyond typical supplier relationships,” wherein a client just purchases support and service, and requires a true partnership between car makers and autonomous technology companies like Mobileye.

He also said that the EyeQ3 will be shipped for the longer future and they have decided what they have decided currently. Despite an analyst questioned Shashua on who initiated the separation, the CTO declined to state anything else beyond that, and just reiterate that Mobileye just decided not to proceed.

Mobileye also said on the call that Tesla’s business is “not material” to its bottom line in terms of a percentage of overall revenue.

The hesitation on clarifying how exactly the relationship ended is interesting given reports that Musk and self-driving solo engineer George Hotz (aka Geohot) exchanged emails about Hotz coming in-house to help Tesla develop its own self-driving supply stack. We’ve reached out to Tesla for additional info on how the Mobileye partnership wound down and will update if they provide more detail.

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